Notre Dame Estate and Tax Institute – Planning Tips Summarized

The 42nd Annual Notre Dame Tax & Estate Planning Institute was recently held in South Bend. Lots of great speakers and great planning ideas. Below are links to a selection of tips gleaned from each day of the conference:

https://shenkmanlaw.com/uploads/2016/12/Leimberg-Services-Notre-Dame-2016-Article-Part-One.pdf

https://shenkmanlaw.com/uploads/2016/12/Leimberg-Services-Notre-Dame-2016-Article-Part-Two.pdf